Jonathan M. Kopcsik

Partner

Overview

Jonathan Kopcsik regularly advises clients in matters relating to the registration and regulation of investment companies, their independent trustees and investment advisers under federal and state securities laws. Jonathan has helped a number of investment firms launch their first registered and unregistered investment company products. He has counseled proprietary, multi-series, multi-class and multi-manager funds on various regulatory and compliance matters, as well as restructurings, acquisitions and other corporate transactions. He has experience advising fund boards and their independent trustees on issues relating to fiduciary duties, compliance and fund governance.

Jonathan also counsels investment advisers on investment, regulatory and compliance matters such as SEC inspections, compliance policies and procedures, and valuation of securities. He regularly assists investment company and investment adviser clients in responding to SEC inquiries. Jonathan has practiced in this area for more than 15 years.

organized an unaffiliated fund-of-funds complex using a master-feeder structure that included on-shore and off-shore feeder funds and Cayman Island domiciled controlled foreign corporations (CFCs) for the master funds’ derivative investments

obtained exemptive relief to overcome the presumption of control by a co-owner of an investment advisory firm thereby avoiding the automatic termination of its advisory agreement and triggering a proxy solicitation

Our size – 200 lawyers – is a distinct advantage. Clients receive concierge service because every client is important in a firm our size. No one gets lost in the shuffle. Our decision-making is nimble; we can tailor fee arrangements, staffing and technology to your needs quickly and efficiently. We punch above our weight; our lawyer talent is prodigious. Finally, we have a global reach without the overhead that often gets passed along to clients. We are the only firm in Philadelphia affiliated with Meritas, an international network of independent litigation and transactional law firms that provides you with access to first-rate lawyers and law firms in more than 230 markets, including 80 countries abroad. Read more...

We recognize that excellent lawyers can be found in many firms. Excellent lawyers who also understand your business, anticipate developments in your industry, help you manage your budget and staffing needs, connect you with business opportunities, partner with you on community outreach and giving, and assist in educating your staff are a considerably rarer breed. You can find those lawyers at Stradley Ronon.

Stradley Ronon might sound to you like every other big law firm out there: sophisticated clients, high-rise offices and exceptional attorneys. So what sets Stradley apart? It could be our commitment to providing young attorneys with immediate real-world experience. It could be that Stradley services some of the biggest clients in the country but still maintains a friendly, small-firm atmosphere. Or it could be that so many of our associates and partners are Stradley “lifers” – attorneys who joined the firm as summer associates and have built their careers with us. We invite you to get to know us better.

Stradley is committed to diversity for many reasons: because it provides a voice to the unique perspectives of all our attorneys; because it reflects the evolving face of the legal profession; and because it allows us to provide the highest-quality services to our clients, who are as diverse as we are. Most of all, though, Stradley is committed to diversity because we believe there is strength in the differences among our experiences and world views. Read More...